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Conga Support

What’s in the Conga Workflow Package?

After installing the Workflow package, you will see the following tabs in your Salesforce Org.

Tab Description

About Conga Workflow

A custom tab describing Conga Workflow capabilities and the steps to begin the configuration process.

Conga Workflow Setup

A custom tab to integrate Conga Workflow with Google Drive.

Workflow Formula Builder

A custom tab used to access the Formula Builder, which converts a Conga Composer button or link URL to a Salesforce formula field.

Workflow Dashboard

A custom tab to monitor Conga Workflow events and view errors for any records that failed to process.

In addition, there are various documents and folders installed. For details, please see Salesforce Setup > Build > Installed Packages > Conga Workflow > View Components.

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